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Technology Stocks : MRV Communications (MRVC) opinions?
MRVC 9.975-0.1%Aug 15 5:00 PM EST

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To: Ernie Zambon who wrote (106)8/15/1996 4:15:00 PM
From: wang   of 42804
 
We should call this rally to be computer stocks rally. The LAN/WAN related issue are all down (MRVC is performing better among the issues).

This market is for value stocks only. Computer stocks, and other cyclicals with low PE. Among the 200 industrial groups, the leading 50 are all oil, sugar, furniture, retailer et al. Computer is behaving well due to surprising strength within industry (wallstreet thought this industry was dead already).

b wang
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